HighTower Advisors’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

HighTower Advisors’s Portfolio CSPF Stock Details CSPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.74M	Buy	145,789 +3,565	+3%	+$93K	﹤0.01%	1353
2025 Q4	$3.69M	Buy	142,224 +32,578	+30%	+$847K	﹤0.01%	1324
2025 Q3	$2.85M	Buy	109,646 +101,642	+1,270%	+$2.62M	﹤0.01%	1440
2025 Q2	$204K	Hold	8,004	–	–	﹤0.01%	3267
2025 Q1	$201K	Buy	+8,004	New	+$201K	﹤0.01%	3189

Other funds holding CSPF

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OHIS

Oak Harvest Investment Services Houston, Texas $958M AUM 34.66% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return

HighTower Advisors's CSPF Position: Q1 2026 in Review

HighTower Advisors increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 2.5% in Q1 2026, buying an estimated $93K and bringing the position to 145,789 shares worth $3.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

HighTower Advisors first reported a position in CSPF in Q1 2025 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold CSPF as of Q1 2026.

HighTower Advisors held 145,789 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $3.74M as of Q1 2026.
HighTower Advisors bought 3,565 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q1 2026, an estimated $93K.
Cohen & Steers Preferred and Income Opportunities Active ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1353 holding.
HighTower Advisors first reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF in Q1 2025 and has held it in 5 quarters since.
37 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.